What Canadians want to know about retirement
A new survey offers insight on what's important to potential clients
Top Stories in Practice
Many worry about precarious finances amid second wave
A pair of surveys examined how Canadians are faring financially during the pandemic
- By: Mark Burgess
- October 27, 2020 October 27, 2020
- 12:43
As investor priorities shift during pandemic, advisors must follow
A survey found short-term planning is becoming more important
- By: Mark Burgess
- October 26, 2020 October 26, 2020
- 12:00
Are your clients prepared for home-related expenses?
Polls suggest Canadians could incur significant costs during Covid-19
- By: Staff
- October 22, 2020 October 22, 2020
- 12:13
China’s growth picks up in Q3 as recovery takes hold
Retail sales finally returned to pre-virus levels
- By: Joe McDonald, The Associated Press
- October 19, 2020 October 19, 2020
- 10:25
CE Course: Optimal asset location
Examining how taxes, expected investment outcomes and utility can affect asset location
- By: Benjamin Felix
- October 15, 2020 October 16, 2020
- 16:00
More clients want to age at home
A survey suggests the pandemic has influenced perceptions of long-term care
- By: Staff, with files from The Canadian Press
- October 14, 2020 October 15, 2020
- 13:19
Outcome-based investments and other fintech to watch
A report outlines the technology changing financial services
- By: Fiona Collie
- October 5, 2020 October 5, 2020
- 15:56
CFAs can fast-track to planner designation under new IAFP program
Applicants will still be required to submit a comprehensive financial plan and complete a technical exam
- By: Staff
- October 5, 2020 October 15, 2020
- 11:41
Investors interested in responsible investing but lack knowledge: survey
Many advisors are not helping to dispel confusion around ESG and impact products
- By: Fiona Collie
- September 21, 2020 September 21, 2020
- 16:43
TD extends partnership with behavioural economics centre
The firm partnered with the University of Toronto's Behavioural Economics in Action at Rotman in 2018
- By: Staff
- September 2, 2020 September 2, 2020
- 10:46
Help your business-owner client boost cash flow
Businesses expect soft sales over the next year
- By: Michelle Schriver
- August 26, 2020 August 26, 2020
- 16:40
CE Course: Dollar-cost averaging vs lump sum investing
Examining which investment method produces better returns
- By: Benjamin Felix
- August 25, 2020 August 25, 2020
- 14:08
Salesforce Ventures invests in Hearsay
The partnership will help the firms track advisors' interactions with clients
- By: Fiona Collie
- August 14, 2020 August 14, 2020
- 10:59
Building a book post-pandemic
Advisors look to team high tech with human touch
- By: Michelle Schriver
- July 24, 2020 July 24, 2020
- 13:25
Sun Life app allows advisors to submit digital insurance applications
The tool also allows advisors to gather e-signatures from clients
- By: Staff
- July 21, 2020 July 21, 2020
- 10:36
Managing relationships with business owners during the pandemic
Tips for building emotional intelligence
- By: Rick Goossen
- July 30, 2020 July 29, 2020
- 14:30
Clients expect new communication methods to persist post-pandemic
You can also boost your services through customization and family referrals, a survey finds
- By: Staff
- July 29, 2020 July 29, 2020
- 11:21
Tips to instil client loyalty
A report warns of a looming loyalty crisis and how to overcome it
- By: Mark Burgess
- July 22, 2020 July 23, 2020
- 17:10
IIROC’s revised CE rules to take effect Jan. 1
Advisors could face suspensions if their firms don’t report credits on time
- By: Greg Dalgetty
- December 20, 2019 December 20, 2019
- 11:53
FP Canada Institute launches education programs
Programs will be mandatory for those seeking the CFP
- By: Staff
- October 2, 2019 October 2, 2019
- 10:56
Get your CE credits before year’s end
The IIROC cycle ends Dec. 31, 2017
- By: Staff
- December 15, 2017 March 19, 2019
- 00:00
Help retired clients avoid high-pressure sales tactics
Be sensitive to the psychology and life-stage perspective of retirees
- By: Al Emid
- November 6, 2013 December 9, 2019
- 07:00
Advisors can do more to help their clients relax in retirement
Retirees are re-assessing how they deal with financial markets
- By: Al Emid
- October 30, 2013 December 9, 2019
- 07:00
The whole picture: Understanding the needs of aging clients
The process of aging can take its toll
- By: Jill O’Donnell and Graham McWaters
- October 23, 2013 December 9, 2019
- 07:00